Key stats
About Global X Alternative Income ETF
Home page
Inception date
Jul 13, 2015
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Global X Management Co. LLC
Distributor
SEI Investments Distribution Co.
ALTY takes a broad, multi-asset approach in its quest for income. The portfolio breaks down into five buckets: infrastructure (MLPs, infrastructure-themed equities), and ETFs with exposure to real estate (via SRET), preferreds (via PFFD), emerging market bonds (via EMBD) and covered calls (via QYLD). The infrastructure bucket has 16 companies, 8 representing MLPs and 8 for US infrastructure. They are selected for high trailing dividend yield and low trailing volatility. The index caps each asset class at 20%, and then within each asset class the constituents are equally weighted. The index is reconstituted annually, but may rebalance quarterly if the weight of any buckets deviates more than 3% from its target. Prior to Sep 28, 2021, ALTY was known as the Global X SuperDividend Alternatives ETF, its previous strategy focused dividends in the selection process and weighted for equal risk contribution based on trailing volatility.
Classification
What's in the fund
Exposure type
ETF
Stocks22.80%
Industrial Services8.83%
Utilities8.80%
Miscellaneous2.28%
Distribution Services1.46%
Energy Minerals1.43%
Bonds, Cash & Other77.20%
ETF77.20%
Cash0.00%
Top 10 holdings
See all ideas
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.